Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARES-PA (Ares Management Corporation) | NA | 4.77% | 4.66% | 6.69% | NA | NA | NA | … | … |
Data as of 06/29/2021, Common starting date is 06/07/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARES-PA (Ares Management Corporation) | 06/07/2016 | 06/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 4.77 | 4.66 | 6.69 | NA | NA | NA | … | … | -0.51 | -3.70 | 3.77 | -1.81 | 5.79 | 0.32 |
| Sharpe Ratio | NA | 0.78 | 0.10 | 0.20 | NA | NA | NA | … | … | -0.21 | -0.06 | 0.31 | -0.31 | 0.56 | 0.03 |
| Standard Deviation(%) | NA | 6.08 | 37.36 | 29.70 | NA | NA | NA | … | … | 5.09 | 64.15 | 7.73 | 10.09 | 9.23 | 13.21 |
| Draw Down(%) | NA | 2.14 | 45.26 | 45.26 | NA | NA | NA | … | … | 1.62 | 46.32 | 3.63 | 8.25 | 4.02 | 12.87 |
| Yield(%) | 0.00 | 6.89 | 6.59 | 7.00 | 3.56 | 2.38 | 1.78 | … | … | 3.40 | 6.51 | 6.74 | 6.65 | 6.94 | 3.92 |
Data as of 06/29/2021, Common starting date is 06/07/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARES-PA (Ares Management Corporation) |
4.35%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARES-PA (Ares Management Corporation) |
9.53%
Dec 2016 – Dec 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart